3. SECURING A SUCCESSFUL LIFE
You’ve worked hard to be successful. Should you have to work just as hard in your
personal life to safeguard all you’ve gained? From family and travel to properties,
collections, philanthropy and leisure pursuits; your world is multifaceted and the
risks complicated.
Has a ranch or vineyard grown into more than a hobby, with full time staff? Are you
or family members active on social media? Has your banking and financial planning
moved on-line? Are vacation homes left unoccupied for weeks at a time? Protecting
your world and managing its risks is a complex, nuanced undertaking.
It requires an experienced eye that can take in the details, see beyond the
complexity and get you past the inefficiencies and inadequacies of a piecemeal
approach to personal risk management.
Collaboration is the key to any successful partnership.
This simple truth is why many of the United States’ most
successful families trust Risk Strategies Private Client
Group to craft the plans that protect them and their most
valued assets from loss.
4. YOUR HOME AND AWAY TEAM
Licensed in all states, experienced with multi-state and multi-country portfolios,
Risk Strategies Company Private Client Group is part of a top 25 insurance broker-
age with the major carrier and specialty underwriter access needed to create the
right program for your specific need.
Highly experienced, senior level practitioners, your Private Client Group team takes
getting the details right personally and understands the need to always keep those
details confidential and secure.
From life, property and casualty to workers compensation, liability and cyber, you’ll
get a trustworthy partner able to fashion customized coverage that saves money
while simplifying the complexities of mitigating your risks.
You Expect discretion. Risk Strategies Private Client
Group delivers more; operating principals, practices and
procedures built to ensure all information is collected,
processed and stored securely. No exceptions. Because
your privacy is paramount.
5. SEEING THE RISKS BEYOND INSURANCE
There’s a world of risk management that extends beyond customized insurance
coverages. It’s where family safety and busy lives intersect; where nannies are hired
to care for children, contractors and staffs are hired to work in, around and on
properties. It’s where a son or daughter strikes up virtual friendships or posts travel
details during a semester overseas.
This ever-changing landscape of daily life can compromise the safety of you or your
loved ones in a variety of ways. With Risk Strategies Private Client Group, under-
standing practical ways to improve the safety and security of your world isn’t an
extra, it’s integral to the way we do private risk management.
6. AT WORK WHERE YOU LIVE
With offices throughout the United States, you’ll get personalized service from a
dedicated local team handling all aspects of your program – from comprehensive
risk assessment to coverage placement and claims handling.
Commitment to local, personal service means a coverage question or a claim is
handled directly by a person who knows you and how best to look out for your
interests. No hand offs to remote claims centers and get-in-line processes that
make you just another policy number on a screen.
Our national structure and international experience provides you with seamless
expertise and coverage wherever your life and its activities may take you. Sophisti-
cated protection that’s easy to understand and access when you need it most.
7. WAYS WE CAN HELP:
A dynamic life requires personal risk management that can keep up. Rather than
simple policy comparisons, Risk Strategies Private Client Group surveys your real
circumstances and activities in detail to determine specific coverage needs. A broad
range of services, coverages and capabilities that can match those needs today, and
tomorrow, are available, including:
For Homes
• Homeowners for Primary and Secondary Residences
• Tenant Occupied Structures
• Foreign Properties
• Earthquake and Flood
For Transportation and Recreation
• Personal Auto
• Collector Cars
• Recreational Vehicles
• Yacht and Watercraft
• Aviation for Fixed Wing and Rotorcraft
For Liability and Personal Risk
• Directors’ and Officers’ Exposures
• Employment Practices (Wrongful Termination,
Sexual Harassment and Discrimination)
• Kidnap and Ransom
• Personal Umbrella Protection with limits to $100 million
• Identity Theft and restoration services
• Medical Evacuation
• Life insurance
• Disability
Other Specialized Coverages
• Valuable Articles for Jewelry, Fine Arts, Collectibles, and Wine
• Family Office and Commercial
• Winery and Vineyard Exposures
• Equestrian, Farm and Ranch
• Workers’ Compensation and Benefits for personal Staff
• Group Excess Liability
